401k Plan data: LISA C. FISHMAN, MD, PLLC CASH BALANCE PLAN plan

LISA C. FISHMAN, MD, PLLC CASH BALANCE PLAN 401k Plan overview

Plan Name	LISA C. FISHMAN, MD, PLLC CASH BALANCE PLAN
Plan identification number	002

LISA C. FISHMAN, MD, PLLC CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LISA C. FISHMAN, MD, PLLC has sponsored the creation of one or more 401k plans.

Company Name: LISA C. FISHMAN, MD, PLLC

Employer identification number (EIN): 821340256

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LISA C. FISHMAN, MD, PLLC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01

Plan Statistics for LISA C. FISHMAN, MD, PLLC CASH BALANCE PLAN

401k plan membership statisitcs for LISA C. FISHMAN, MD, PLLC CASH BALANCE PLAN

Measure Date Value
2022: LISA C. FISHMAN, MD, PLLC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 222,446
Acturial value of plan assets 2022-12-31 222,446
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 290,164
Number of active participants 2022-12-31 3
Total funding liabilities for active participants 2022-12-31 290,164
Total participant count 2022-12-31 3
Total funding target for all participants 2022-12-31 290,164
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 44,795
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 44,795
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 150,000
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 144,739
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 64,738
Net shortfall amortization installment of oustanding balance 2022-12-31 67,718
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 70,996
Additional cash requirement 2022-12-31 70,996
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 144,739
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0

Measure	Date	Value
2022: LISA C. FISHMAN, MD, PLLC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	222,446
Acturial value of plan assets	2022-12-31	222,446
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	290,164
Number of active participants	2022-12-31	3
Total funding liabilities for active participants	2022-12-31	290,164
Total participant count	2022-12-31	3
Total funding target for all participants	2022-12-31	290,164
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	44,795
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	44,795
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	150,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	144,739
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	64,738
Net shortfall amortization installment of oustanding balance	2022-12-31	67,718
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	70,996
Additional cash requirement	2022-12-31	70,996
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	144,739
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0

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Company Name:	LISA C. FISHMAN, MD, PLLC
Employer identification number (EIN):	821340256
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)